AS Published on Tuesday 7 March 2023 - n° 435 - Categories:PV Watch
A look at the Chinese PV industry (continued: silicon)
Having perceived the interest in photovoltaics before the rest of the world, the Chinese authorities organised a control of this sector of activity. They helped, financed and organised the various stages of panel production. Above all, they perceived that control of the upstream (silicon and wafers) allowed them to control the downstream (production of cells and panels). From then on, they allowed a few small panel assembly activities to develop, as if to make people forget their control over the entire industry, while having the possibility of limiting or restricting the expansion of these mini-companies.
The article describes how the Chinese have managed to organise their domination, to take advantage of their hegemony. Only this domination is attracting backlash from India and the US.
The Chinese silicon cartel has its best days behind it
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